Telesis Financial
1011 Camino Del Rio So, Ste 320
San Diego, CA 92108
Office: (619) 260-6040
Fax: (619) 260-6049
General Contact: thomas.boles@telesisfinancial.com
Telesis Financial's Advisors & Associates
Iain P. Reilly, CFP
Investment Advisor Representative*
For almost 20 years, Iain has served individual, professional, business owner, corporate, and non-profit clients. His advisory process focuses on establishing client goals and objectives, developing a comprehensive financial analysis, and monitoring results. Prior to joining the Telesis team, Iain worked as Senior Relationship Manager for a well known San Diego Wealth Management Firm.
Email Iain: Iain@telesisfinancial.com
John Shelton
Investment Advisor Representative*
John's focus when helping clients is the development of a customized body of goals, effective analysis of those goals, and the implementation of a plan that is tailored to the needs of each individual client. Prior to joining the Telesis team, John worked six years as a relationship manager. John grew up in Seattle, WA before moving to San Diego to pursue a career in the financial services industry.
Email John: jshelton@telesisfinancial.com
Morgan James
Operations Assistant
Morgan has two years experience in financial services operations. She provides support for campaigns in marketing, client services and business financial processing.
Email Morgan: morgan@telesisfinancial.com
Heather Castillo
Administrative/Tax Assistant
Heather provides support in operations and tax preparation. Her main objective is to ensure that all tax clients' questions are answered and that returns are filed in a timely manner. Heather also helps with business processing and customer service support.
Email Heather: heather@telesisfinancial.com
*Registered Representatives and Investment Advisor Representatives of Multi-Financial Securities Corporation, Inc.